資金動向 | 內資瘋搶港股！連日超百億淨買入，加倉小米、騰訊、美團
8月1日，南下資金淨買入122.07億港元，為連續第四日淨買入額超百億港元。
其中，淨買入盈富基金37.44億、恒生中國企業17.2億、小米集團-W 10.99億、南方恒生科技8.55億、騰訊控股8.36億、美團-W 7.66億、英諾賽科3.63億、石藥集團2.52億、快手-W 2.02億；淨賣出信達生物4.02億、阿里巴巴-W 2.02億、中芯國際1.77億。
據統計，南下資金已連續7日淨買入騰訊，共計35.417億港元；連續6日淨買入小米，共計41.3539億港元；連續3日淨買入美團，共計26.1161億港元。
北水關注個股
小米集團：小米集團董事長雷軍在微博表示，7月小米汽車交付量超過30000台。此外，小米汽車7月新增18家門店，全國97城已有352家門店；8月計劃新增18家門店，預計覆蓋包頭、龍巖等8座城市；截止7月31日，全國已有181家服務網點，覆蓋全國106城。
英諾賽科：公司宣佈已於近日與英偉達達成合作，聯合推動800 VDC（800伏直流）電源架構在AI數據中心的規模化落地。該架構是英偉達針對未來高效供電兆瓦級計算基礎設施而專門設計的新一代電源系統，相比傳統54V電源，在系統效率、熱損耗和可靠性方面具有顯著優勢，可支持AI算力100-1000倍的提升。
石藥集團：里昂發表報吿，石藥集團與生物製藥公司Madrigal完成另一項交易，涉及GLP-1小分子藥物SYH2086，預付金額為1.2億美元，里程碑金額高達19.55億美元，另加按百分比計算的銷售權利金。報吿指，由於石藥有10個已上市的創新品牌及30多個將於2028年前推出的創新產品，預期其核心盈利增長將於2026年起重新加速。
國泰君安國際：香港《穩定幣條例草案》8月1日正式生效。香港金管局在7月29日下午披露了穩定幣牌照監管制度，穩定幣牌照申請在即。業內預期，首批發牌數量肯定非常少，並調侃“申請門檻難度直追銀行”。據悉，6月25日，國泰君安國際宣佈斬獲香港虛擬資產交易全牌照，引來市場高度關注與積極反饋。
信達生物：香港交易所信息顯示，貝萊德在信達生物的持股比例於07月28日從5.19%降至4.69%。瑞銀髮表研究報吿指，信達生物日前註冊一項有關IBI363的二期臨牀試驗，反映公司對IBI363作為新一代免疫治療基石藥物的信心，並有望擴大適應症範圍。該行預期信達生物上半年收入將按年增長36%，並實現盈虧平衡；目標價由105.1港元上調至120.1港元，維持“買入”評級。
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